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Headlands Technologies’s iShares US Financials ETF IYF Stock Holding History

Headlands Technologies’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-300
Closed -$22.4K – 1118
2023
Q3 		$22.4K Buy
+300
New +$23.1K 0.01% 578

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Goldman Sachs
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Northwestern Mutual Wealth Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Headlands Technologies's IYF Position: Q4 2023 in Review

Headlands Technologies sold out of iShares US Financials ETF (IYF) in Q4 2023, closing a stake of 300 shares — an estimated $22.4K sold.

Headlands Technologies first reported a position in IYF in Q3 2023 and held it in 1 quarter. The position peaked at $22.4K in Q3 2023. 340 funds tracked by Wall St. Rank hold IYF as of Q4 2023.

  • Headlands Technologies reported no remaining iShares US Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Headlands Technologies sold 300 iShares US Financials ETF shares in Q4 2023, an estimated $22.4K.
  • Headlands Technologies first reported a position in iShares US Financials ETF in Q3 2023 and held it in 1 quarter.
  • Headlands Technologies's iShares US Financials ETF position peaked at $22.4K in Q3 2023.
  • 340 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2023.

Based on Headlands Technologies's 13F filing for Q4 2023, filed 2 Feb 2024.